Integrated Wealth Concepts LLC Capital Group Core Equity ETF Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 57,621 shares of CGUS stock, worth $2.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
57,621
Previous 17,887 222.14%
Holding current value
$2.09 Million
Previous $613,000 228.71%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$33.96 - $36.24 $1.35 Million - $1.44 Million
39,734 Added 222.14%
57,621 $2.02 Million
Q3 2024

Nov 14, 2024
BUY
$31.19 - $34.33 $123,169 - $135,569
3,949 Added 28.33%
17,887 $613,000
Q2 2024

Aug 14, 2024
BUY
$29.72 - $32.45 $87,495 - $95,532
2,944 Added 26.78%
13,938 $449,000
Q1 2024

May 15, 2024
BUY
$27.81 - $31.24 $5,395 - $6,060
194 Added 1.8%
10,994 $342,000
Q4 2023

Feb 13, 2024
BUY
$24.27 - $28.43 $262,116 - $307,044
10,800 New
10,800 $305,000

Others Institutions Holding CGUS

# of Institutions
305
Shares Held
86.6M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
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